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Salesforce for Real Estate Platforms & Brokerages

 We build the CRM so inquiries never sit in an inbox, MLS listings stay in sync with the market, and cold leads get a second chance.

TrueSolv provides Salesforce for real estate — specifically U.S. residential brokerages, listing marketplaces, MLS organizations and SFR portfolios. We build the CRM so inquiries never sit in an inbox, MLS listings stay in sync with the market, and cold leads get a second chance.
Salesforce for Real Estate Platforms & Brokerages | TrueSolv
12+ Years of Salesforce Experience
120+ Salesforce Projects Delivered
4.9/5 Average Client Rating
15+ Salesforce Certifications (Sales Cloud, Experience Cloud, CPQ)

Generic real estate CRM setups lose deals in the gap between a click and a callback

Most Salesforce setups were built for software sales, not property transactions. Here's what that costs real estate teams every week.

01

Real estate lead response time is measured in hours, not seconds

A "Contact Agent" or "Schedule a Viewing" click travels through inboxes and shared spreadsheets before anyone follows up. Teams handling dozens of inquiries a day routinely see response times measured in hours.

02

No buyer intent scoring means every lead gets the same attention

Someone who viewed one property once looks identical in the CRM to someone who has browsed fifteen homes, saved favourites and returned three times this week.

03

Thousands of old leads sit untouched

Years of portal and aggregator leads pile up in the database. Nobody has a system to bring back the buyer who paused their search six months ago.

04

Buyers and sellers live in email threads

Transaction status, documents, viewing requests and messages get scattered across fifty email chains instead of one place either side can check.

05

MLS data updated by hand instead of synced automatically

New listings, price changes and status updates get typed into Salesforce manually, so the CRM is always a little behind the market — and a little wrong.

06

Generic Salesforce CRM, not a real estate workflow

Consultants who don't know what a cap rate is set up a standard sales CRM. Months later, the team is using it as an expensive contact list, still tracking deals in spreadsheets.

Salesforce built around the transaction, not the demo

We understand how real estate platforms actually operate — from listing feeds to buyer behaviour to closing paperwork.

PT

Configured for property, not just pipeline

TrueSolv models listings, showings, offers, escrow and closings directly in Salesforce — not a generic sales pipeline with property names bolted on.

CE

Direct access to certified engineers

You work with Salesforce-certified developers and architects — no account managers relaying messages in between.

LS

Behaviour-aware lead scoring

Saved searches, favourites and repeat visits feed into Salesforce, so agents always know who to call first.

RT

Real-time listing sync

TrueSolv connects your MLS and aggregator feeds so they flow into Salesforce automatically — records match the market, not last week's export.

FX

Fixed-scope proposals

Every project starts with a written scope you approve before work begins — no time-and-materials billing surprises.

LT

A long-term partner

Dedicated developer, post-launch support, and a team that stays reachable long after go-live.

Salesforce solutions for real estate platforms

Every engagement is scoped to your business — from a single automation to a full Salesforce rebuild. No fixed packages, no bolted-on features you won't use.

01

Salesforce Lead Routing: Property Inquiry to Agent in 60 Seconds

Inquiries route to the right agent automatically — by property, location or team — with instant notification and an automatic first response. If nobody replies in time, Salesforce escalates to the next agent.

02

Salesforce Buyer Intent Scoring from Property Behaviour

Viewing history, saved searches, favourites and repeat visits become a lead priority score, so agents spend time on the buyers closest to a decision.

03

Cold Lead Reactivation

We match new listings against a buyer's old search criteria and automatically bring them back into an agent's queue or a nurture sequence.

04

Salesforce Experience Cloud Portal for Buyers & Sellers

A Salesforce Experience Cloud portal for transaction status, documents, viewing requests and messages — all in one place.

05

Salesforce MLS & Listing Aggregator Integration

Two-way sync between Salesforce and your MLS or listing feed, so listings, price changes and status updates flow in automatically.

06

Contract & Document Automation

Generate contracts and disclosures directly from the deal record and route them for e-signature, so closings don't stall on paperwork.

07

Multichannel Lead Funnel

Website, listing portals, aggregators and social all feed one Lead object, so nothing falls through the cracks.

Something else specific to your platform?

Tell us how your team works today — most projects start as a single automation and grow from there.

Guarantees that come standard, not as an upsell

DD

Dedicated Developer

Your point of contact from kickoff to go-live — real people, always reachable.

Included
PS

Post-Launch Support

A defined support period after go-live. Something doesn't work? We fix it.

Included
AD

Admin Documentation

Process documentation and a walkthrough, so your team stays independently operational.

Included
HC

Free Salesforce Health Check for Real Estate Teams

We audit your current org before every project to flag technical debt early.

Free with project

Built for U.S. residential real estate platforms at every stage

Whether you run a boutique brokerage, a listing marketplace, a regional MLS, an auction platform or an SFR portfolio — the operational realities of U.S. residential real estate are the same.

Brokerages

Salesforce CRM for Boutique & Luxury Brokerages

Small teams punching above their weight — a CRM that fits how a boutique brokerage actually sells property, not an enterprise sales template.

Marketplaces

Salesforce for Residential Listing Marketplaces

Consumers search, save and inquire directly on your site — leads need to reach the right agent fast.

MLS

Salesforce for Regional MLS Organizations

Member support, data feeds and listing compliance — all inside a Salesforce your team already knows how to use.

Auctions

Salesforce for Home Auction & Off-Market Platforms

Registration, bidding activity and buyer follow-up living in one system.

SFR

Salesforce for Single-Family Rental (SFR) Portfolios

Acquisition pipelines, resident and owner communication, and portfolio-wide reporting in one CRM.

From first call to a live Salesforce, in six steps

A clear process with your team involved at every stage — and a written scope before any work begins.

1

Discovery Call

We learn your lead sources, agent structure and current systems.

Day 1
2

Requirements Mapping

We document listing feeds, workflows and the exact scope.

Day 2–4
3

Fixed-Scope Proposal

A clear proposal, timeline and price — signed off before we start.

Day 5
4

Salesforce Build

Routing, scoring, portals and integrations, built and tested.

Weeks 1–6
5

UAT & Training

Your team tests everything. We train agents and admins.

Final week
6

Launch & Support

Your Salesforce is live, with post-launch support included.

Go-live

Salesforce products we configure for real estate

Sales Cloud
Core CRM, deal pipeline
Service Cloud
Client support & cases
Experience Cloud
Buyer & seller portals
Marketing Cloud / Pardot
Nurture & reactivation
Salesforce CPQ
Contracts & quoting
Agentforce
AI-assisted workflows
AppExchange Apps
Marketplace integrations
Custom MLS Integrations
Listing feed & API sync

Trusted by teams across the world

Verified reviews from real clients, sourced directly from our Upwork and Clutch profiles.

★★★★★

"A reliable, trustworthy partner." They helped us optimise our Salesforce setup and build real automation. They act as a genuine extension of our internal team.

TD
Tamara Dabbas
Director, Special Projects
★★★★★

"Always online, always ready to help." We outsourced a huge Salesforce project to TrueSolv, and adjustments are implemented remarkably fast.

AR
Artem Rodichev
Head of Performance · IPONWEB
★★★★★

"Speed, quality and genuine competence." Combined with real proactivity, on both the business and technical side. Highly recommended.

VT
Victor Tabuncic
Certified Salesforce Solution Architect
★★★★★

"Expertise, speed, quality and competency." They gather the right team and deliver meaningful results on time.

AZ
Andrei Zakharevich
Founder · Rational Cloud LLC
★★★★★

"A high-quality Salesforce team." We received everything stipulated in the contract, plus the support we needed along the way.

YM
Yuval Moed
CEO & Founder · Eazyshow
★★★★★

"Reliable, on-time delivery." Professional service and strong communication. We hope to keep working together for years.

MD
Michele Delia
Business Unit Manager · WebResults

Why choose TrueSolv for Salesforce

FX

Fixed price, zero hidden costs

TrueSolv quotes once and sticks to it — no time-and-materials billing, no scope-creep invoices.

RE

U.S. residential real estate expertise, not generic CRM

Every TrueSolv configuration is built around U.S. residential listings, showings, offers and closings — not a generic CRM template.

CP

Certified partner, AppExchange listed

Our team holds active Salesforce certifications and is audited by Salesforce directly.

LP

A long-term partner, not a one-off vendor

Dedicated developer, post-launch support, and a team that stays reachable after project close.

US

100% focused on U.S. residential real estate

No commercial real estate, no international projects — every engagement is a U.S. residential platform, coast to coast. Async-friendly, timezone-flexible delivery.

RS

Results measured in outcomes, not hours

We focus on response time, lead conversion and how well your team actually adopts the system.

Frequently asked questions about Salesforce for real estate in the U.S.

Yes — TrueSolv builds two-way Salesforce MLS integration with listing aggregators and portal APIs, so new listings, price changes, status updates and removals flow into your CRM automatically, without manual data entry.
Yes — this is one of our most common projects. We start with a free Salesforce Health Check to audit the current org, then propose a scoped cleanup that rebuilds the parts that don't fit how your team actually sells and closes property.
Most teams see their first working Salesforce lead routing and notification automations live within two to three weeks of kickoff, with the full scope following on the agreed timeline.
Yes — TrueSolv builds buyer and seller portals on Salesforce Experience Cloud. Portals typically cover transaction status, document upload, viewing requests and direct messaging with the assigned agent, and can launch as an MVP before expanding.
Yes. We match stored buyer criteria — price range, location, property type — against new listings, and automatically surface the matches back into an agent's queue or a nurture sequence.
We're 100% focused on U.S. residential real estate — boutique brokerages, listing marketplaces, MLS organizations, auction platforms and single-family rental (SFR) portfolios. We don't take on commercial real estate or international projects, so every Salesforce build reflects residential workflows specifically.
Every real estate project is different — team size, lead volume, listing feeds and integrations all vary too much for a fixed package to fit well. Instead, we run a discovery call, map your exact requirements, and send a fixed-scope, fixed-price proposal you approve before any work starts. No hourly billing, no surprise invoices.
Every project includes a defined period of post-launch support. After that, your team can manage independently with full documentation, or continue with an ongoing managed Salesforce retainer.

Stop losing deals in the gap between a click and a callback

Tell us how your U.S. real estate team currently handles inbound leads — we'll show you what a Salesforce CRM built specifically for residential property transactions looks like.

Book a Free Discovery Call

Fill in the form and we'll get back to you within one business day. Tell us about your platform, your lead volume, and where things currently break down.

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